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A Pittsburgh-based RIA has retained us to help them fill a new Paraplanner (Junior Wealth Planner), onsite three days a week in the South Hills. This is a smaller RIA which has been around for several decades and is expanding their advisory team.
Candidates must have:
- 2+ years of experience in Wealth Management planning/advisory
- Either have or be working toward an active securities/financial planning license (Series 65, Series 66, CFP, or equivalent)
- Proficiency with financial planning software and CRM tools
If you're interested and meet the above qualifications, email Sean at , attaching your resume. xhqgsiq Thanks!
Junior Wealth Planner in pittsburgh at Unknown Company
This position is listed as full time and onsite.